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Download USER MANUAL
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282 organizations (continued) hierarchies adding existing organizations 169 adding new organizations 168 caution when deleting organizations 170 overview 168 Hierarchy tab 168 maps 171 multi-editing 112 overview 152 printing 93 record tabs Attachments tab 166 Audit Log tab 166 Contacts tab 162 Hierarchy tab 165 Incidents tab 165 Notes tab 163 Opportunities tab 163 Tasks tab 164 removing contacts from 167 Salesperson field 96 searching 70 from a report 71 from contact records 80 using Quick Search 76 SLAs 152 state 159 workspace elements fields 156 overview 153 record tabs 156 ribbon 155 Outlook, adding appointments 121 Outlook email attachments 228 Outlook integration appending email 228 connecting to the RightNow server 216 contact integration 222 email integration 227 installing 214 sharing contacts 223 tasks 225 smart tags 230 sync options contact sync 217 Outlook integration (continued) sync options email sync 220 setting up 216 task sync 219 task integration 224 P password settings, field descriptions 42 passwords, changing 41 Per Page check box 73 personal settings, field descriptions 39 phrases searching 72 placing calls, in CTI 207 printing contacts and organizations, driving directions 175 records 93 priorities, tasks 184 properties, file attachments 108 Q Quick Access toolbar, customizing 67 Quick Search overview 76 predefined reports, field descriptions 78 searching for records 76 R Rebuild Local Data Cache check box 41 recent items list description 48 selecting actions 32 records assigning 96 attaching files 102 audit log 93 copying 91
